Southern Company (The) $SO Stock Holdings Decreased by Capital Group Private Client Services Inc.

Capital Group Private Client Services Inc. reduced its stake in Southern Company by over 80% in the third quarter.

Published on Mar. 11, 2026

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Capital Group Private Client Services Inc. decreased its stake in shares of Southern Company (The) (NYSE:SO) by 80.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,615 shares of the utilities provider's stock after selling 27,819 shares during the period.

Why it matters

This filing indicates a significant reduction in Capital Group's position in Southern Company, one of the largest utility providers in the southeastern United States. Changes in institutional investor holdings can provide insights into market sentiment and potential shifts in the company's stock price.

The details

According to the 13F filing, Capital Group Private Client Services Inc. owned 6,615 shares of Southern Company stock as of the end of the third quarter, down from 34,434 shares held at the end of the prior quarter. This represents an 80.8% decrease in the fund's position in the utility company.

  • Capital Group filed the 13F report for the 3rd quarter of 2026.

The players

Capital Group Private Client Services Inc.

An investment management firm that provides wealth management services to private clients.

Southern Company (The)

A major energy company that provides electric and gas utility services across the southeastern United States.

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The takeaway

This filing suggests Capital Group has reduced its exposure to Southern Company, potentially signaling a shift in the investment firm's outlook on the utility stock. Investors may want to monitor any further changes in institutional ownership of Southern Company shares.